Barclays
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Barclays’s Principal Financial Group PFG Stock Holding History

Barclays’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,900
Closed -$79K – 5483
2020
Q2 		$79K Sell
1,900
-2,600
-58% -$94.9K ﹤0.01% 4671
2020
Q1 		$141K Buy
4,500
+700
+18% +$33.1K ﹤0.01% 4541
2019
Q4 		$209K Buy
3,800
+2,400
+171% +$131K ﹤0.01% 5000
2019
Q3 		$80K Sell
1,400
-700
-33% -$39.4K ﹤0.01% 5639
2019
Q2 		$122K Sell
2,100
-100
-5% -$5.51K ﹤0.01% 5533
2019
Q1 		$110K Buy
2,200
+900
+69% +$44.6K ﹤0.01% 5281
2018
Q4 		$57K Sell
1,300
-3,100
-70% -$153K ﹤0.01% 5405
2018
Q3 		$258K Sell
4,400
-1,200
-21% -$66.9K ﹤0.01% 4796
2018
Q2 		$297K Buy
5,600
+300
+6% +$17.4K ﹤0.01% 4389
2018
Q1 		$323K Buy
5,300
+3,300
+165% +$217K ﹤0.01% 4394
2017
Q4 		$141K Sell
2,000
-2,000
-50% -$138K ﹤0.01% 4974
2017
Q3 		$257K Sell
4,000
-2,000
-33% -$129K ﹤0.01% 4209
2017
Q2 		$384K Buy
6,000
+3,800
+173% +$241K ﹤0.01% 3771
2017
Q1 		$139K Sell
2,200
-100
-4% -$6.1K ﹤0.01% 4634
2016
Q4 		$133K Hold
2,300
– – ﹤0.01% 4547
2016
Q3 		$118K Sell
2,300
-1,200
-34% -$56.1K ﹤0.01% 4395
2016
Q2 		$144K Sell
3,500
-100
-3% -$4.22K ﹤0.01% 4152
2016
Q1 		$140K Sell
3,600
-500
-12% -$19.2K ﹤0.01% 4116
2015
Q4 		$180K Buy
4,100
+1,500
+58% +$73.2K ﹤0.01% 3990
2015
Q3 		$122K Sell
2,600
-2,000
-43% -$104K ﹤0.01% 4482
2015
Q2 		$235K Buy
4,600
+1,100
+31% +$57.1K ﹤0.01% 4042
2015
Q1 		$179K Buy
3,500
+1,200
+52% +$60.3K ﹤0.01% 4431
2014
Q4 		$117K Sell
2,300
-2,400
-51% -$124K ﹤0.01% 5070
2014
Q3 		$244K Sell
4,700
-2,200
-32% -$115K ﹤0.01% 4557
2014
Q2 		$345K Buy
6,900
+800
+13% +$37.7K ﹤0.01% 4323
2014
Q1 		$275K Sell
6,100
-500
-8% -$22.9K ﹤0.01% 4491
2013
Q4 		$324K Sell
6,600
-44,400
-87% -$2.11M ﹤0.01% 4522
2013
Q3 		$2.14M Buy
51,000
+9,800
+24% +$409K ﹤0.01% 2491
2013
Q2 		$1.54M Buy
+41,200
New +$1.51M ﹤0.01% 2819

Other funds holding PFG

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Barclays's PFG Position: Q3 2026 in Review

Barclays reduced its Principal Financial Group (PFG) stake by 22% in Q3 2026, selling an estimated $16.7M and leaving 518,511 shares worth $58.1M. The position accounts for 0.01% of the portfolio, ranked #726.

Barclays first reported a position in PFG in Q2 2013 and has held it in 54 quarters since. The position peaked at $172M in Q3 2021. 629 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Barclays held 518,511 shares of Principal Financial Group worth $58.1M as of Q3 2026.
  • Barclays sold 147,460 Principal Financial Group shares in Q3 2026, an estimated $16.7M.
  • Principal Financial Group made up 0.01% of Barclays's portfolio in Q3 2026, its #726 holding.
  • Barclays first reported a position in Principal Financial Group in Q2 2013 and has held it in 54 quarters since.
  • Barclays's Principal Financial Group position peaked at $172M in Q3 2021.
  • 629 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Barclays's 13F filing for Q3 2026, filed 6 Nov 2026.